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Time of India
29-04-2025
- Business
- Time of India
Consistent outperformers: 31 equity mutual funds beat their benchmarks in 3, 5, and 7 years
Around 31 equity mutual funds have outperformed their respective benchmarks in the last three, five, and seven years. ETMutualFunds analysed the performance of 164 equity mutual funds that have completed seven years of existence in the market. Tired of too many ads? Remove Ads ELSS funds Tired of too many ads? Remove Ads Flexi cap funds Large cap funds Around 31 equity mutual funds have outperformed their respective benchmarks in the last three, five, and seven years. ETMutualFunds analysed the performance of 164 equity mutual funds that have completed seven years of existence in the were around six ELSS funds in the list, followed by five flexi cap funds, and four large cap funds. The list had three contra funds, focused funds, large undefined each and only one small cap fund made it to the Read | Gold & mutual funds: Which one is right for your portfolio now? We considered all equity mutual funds, excluding multi cap funds, as the data for the benchmark was not available for the ELSS have managed to outperform their respective benchmarks in the last three, five, and seven years. DSP ELSS Tax Saver Fund, Franklin India ELSS Tax Saver Fund, and HDFC ELSS Tax Saver, which are benchmarked against NIFTY 500 - TRI have managed to outperform the benchmark in the mentioned time periods. SBI Long Term Equity Fund , the oldest ELSS fund, managed to outperform its respective benchmark in the said time flexi-cap funds have managed to outperform their respective benchmarks in the last three, five, and seven years. Franklin India Flexi Cap Fund, HDFC Flexi Cap Fund have managed to outperform their respective benchmarks in the said time Parikh Flexi Cap Fund, the largest flexi cap fund based on assets managed, featured in the list of outperformers across horizons. Quant Flexi Cap Fund outperformed against its benchmark in the three different horizons Read | 19 gold ETFs, one glittering choice: Here's how to pick the best one There were four large cap funds that managed to beat their respective benchmarks in the said time periods. Out of these four funds, three are benchmarked against NIFTY 100 - TRI, and the other one is benchmarked against BSE 100 - Pru Focused Equity Fund gave 21.75%, 28.73%, and 17% returns against 15.22%, 25.12%, and 14.31% in the last three, five, and seven years, respectively.4321`Also Read | Global MFs recover post Tariff lows. How long will momentum sustain?Large & mid cap funds
Mint
25-04-2025
- Business
- Mint
₹1 lakh investment in these 2 ELSS mutual funds at launch would have grown to over ₹5 lakh. Check details
Before investing in a mutual fund scheme, it is advisable to examine its past returns and compare them with similar schemes in the same category. Here, we share the past returns of two equity-linked savings scheme (ELSS) funds, which have delivered over five-fold returns since their launch. These two schemes are DSP ELSS Tax Saver Fund and Motilal Oswal ELSS Tax Saver Fund, which have grown by 7.8 and 5.2 times, respectively. If someone had invested ₹ 1 lakh a year ago in DSP ELSS Tax Saver Fund, it would have grown to ₹ 1.17 lakh, according to a calculation on In three years, an investment of ₹ 1 lakh would have swelled to ₹ 1.74 lakh, thus delivering a return of 20.42 per cent. In five years, an investment of ₹ 1 lakh would have grown to ₹ 3.56 lakh, giving a return of 28.94 per cent. If someone had invested ₹ 1 lakh 10 years ago, the investment would have grown to ₹ 4.79 lakh, giving a return of 16.97 per cent. Tenure Return 1 year 1.17 lakh 3 years 1.74 lakh 5 years 3.56 lakh 10 years 4.79 lakh Inception (1/1/2013) 7.88 lakh If someone had invested ₹ 1 lakh at the time of the scheme's launch on January 1, 2013, it would have grown to ₹ 7.88 lakh. The return in this case will be 18.25 per cent. The fund is managed by Rohit Singhania, and its benchmark is Nifty500 TRI. Its key constituent stocks are HDFC Bank, ICICI Bank, Axis Bank, SBI, Kotak Mahindra Bank, Bharti Airtel, Infosys, Cipla and HCL Technologies. If someone had invested ₹ 1 lakh a year ago in Motilal Oswal Tax Saver Fund, it would have grown to ₹ 1.11 lakh. In three years, an investment of ₹ 1 lakh would have grown to ₹ 1.87 lakh, thus giving a return of 23.25 per cent. Tenure Return (%) 1 1,11,910 3 1,87,220 5 3,59,210 Inception 5,21,480 In five years, an investment of ₹ 1 lakh would have grown to ₹ 3.59 lakh, giving a return of 29.14 per cent. And if someone had invested ₹ 1 lakh at the time of launch in 2015, it would have swelled to ₹ 5.21 lakh, thus giving a return of 17.58 per cent. This scheme was launched on January 21, 2015, and its benchmark index is Nifty500 TRI. The fund managers are Rakesh Shetty, Ajay Khandelwal and Atul Mehra. Note: This story is for informational purposes only. Please speak to a SEBI-registered investment advisor before making any investment related decision. Visit here for all personal finance updates. First Published: 25 Apr 2025, 05:03 PM IST
